Remote 401(k) Plan Operations Specialist

Guidant Financial; Charlotte (NC); Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health coverage with free premium

Paid parental leave

401k match

3 weeks PTO + 11 holidays

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role. You will learn to administer, test, and report on 401(k) plans, advancing from document review to basic plan administration with accelerated training and practical experience.

The position involves reviewing client submissions, keeping clients updated, and helping with year-end filings such as IRS Form 5500. Join a company progressing toward ESOP ownership and strong employee growth.

Qualifications

• 1–5 years of adjacent back-office financial operations experience.
• Experience with document review and transaction processing.
• Proficiency with Excel, Word, and Outlook.

Responsibilities

• Work with clients to obtain necessary information to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans with only rollovers and plan stock using Excel and administration software.
• Utilize administration software to complete 401(k) testing and reporting.
• Make outgoing reminder calls and send emails to clients during the plan year reporting process.
• Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software.
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents.

Skills

Document review

Transaction processing

Back-office operations

Finance operations

Education

Business or Finance degree

Tools

Excel

Word

Outlook

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role. You will learn to administer, test, and report on 401(k) plans, advancing from document review to basic plan administration with accelerated training and practical experience.

The position involves reviewing client submissions, keeping clients updated, and helping with year-end filings such as IRS Form 5500. Join a company progressing toward ESOP ownership and strong employee growth.